Polymer Capital Management’s ADT ADT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$316K	Sell	37,267 -11,020	-23%	-$93.3K	0.04%	360
2025 Q1	$393K	Buy	48,287 +25,888	+116%	+$211K	0.1%	274
2024 Q4	$155K	Buy	+22,399	New	+$155K	0.04%	301